{"id":9482,"date":"2021-12-27T20:40:45","date_gmt":"2021-12-27T20:40:45","guid":{"rendered":"https:\/\/zappysys.com\/blog\/?p=9482"},"modified":"2026-01-21T22:44:44","modified_gmt":"2026-01-21T22:44:44","slug":"register-salesforce-app-obtain-client-id-secret-oauth-api-call","status":"publish","type":"post","link":"https:\/\/zappysys.com\/blog\/register-salesforce-app-obtain-client-id-secret-oauth-api-call\/","title":{"rendered":"How to register Salesforce App and obtain Client ID \/ Secret (for API Call \/ OAuth)"},"content":{"rendered":"<h2>Introduction<\/h2>\n<div class=\"content_block\" id=\"custom_post_widget-9476\">In this section, we will discuss how to register OAuth App to call Salesforce API using Client ID \/ Secret rather than using your User Id \/ Password.\r\n\r\nOnce you follow these steps below to register your Salesforce App (OAuth App), at the end you will get a Client ID (sometimes referred to as App Id) and Client Secret (or App Secret). These two pieces can be used later on to call Salesforce API using OAuth.\r\n\r\nSo let's get started.\r\n<h3>Register Salesforce App (OAuth)<\/h3>\r\n<ol>\r\n \t<li>Login into your account and go to <strong><em>Setup<\/em> <\/strong>as shown below (click on gear icon at the top right corner):\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/zappysys.zendesk.com\/attachments\/token\/7D9Rx9qHJswkt28sC5vTggrNT\/?name=inline-1178316509.png\" alt=\"Accessing Salesforce Setup to create an OAuth App\" width=\"342\" height=\"233\" data-original-height=\"233\" data-original-width=\"342\" \/><\/li>\r\n \t<li>Then in the search bar input \"app\" and open <strong><em>App Manager<\/em><\/strong>:\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/zappysys.zendesk.com\/attachments\/token\/DTjFQpyDw4NViKdJyhyFkO1ng\/?name=inline1698967483.png\" alt=\"Searching Salesforce App Manager to create an OAuth App\" width=\"689\" height=\"364\" data-original-height=\"364\" data-original-width=\"689\" \/><\/li>\r\n \t<li>Then click <strong><em>New Connected App<\/em><\/strong> to create a new OAuth App:\r\n<strong>NOTE:<\/strong> In some version, it may say <strong><strong>New External Client App\r\n<\/strong><\/strong>\r\n<p data-start=\"1271\" data-end=\"1309\">Look for one of the following buttons:<\/p>\r\n\r\n<ul data-start=\"1310\" data-end=\"1395\">\r\n \t<li data-start=\"1310\" data-end=\"1348\">\r\n<p data-start=\"1312\" data-end=\"1348\"><strong data-start=\"1312\" data-end=\"1333\">New Connected App<\/strong> (Classic name)<\/p>\r\n<\/li>\r\n \t<li data-start=\"1349\" data-end=\"1395\">\r\n<p data-start=\"1351\" data-end=\"1395\"><strong data-start=\"1351\" data-end=\"1378\">New External Client App<\/strong> (Lightning name)<\/p>\r\n<\/li>\r\n<\/ul>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/zappysys.zendesk.com\/attachments\/token\/eD6OrA9TqfRuM5N41Vqd7nrvb\/?name=inline684283902.png\" alt=\"Creating a Salesforce App to get data via ODBC driver\" width=\"867\" height=\"327\" data-original-height=\"327\" data-original-width=\"867\" \/><\/li>\r\n \t<li>Give your\u00a0App a name and:\r\n- Enable OAuth Settings\r\n- Set callback URL to following two URLs (one in each line)\r\n<strong><em>https:\/\/login.salesforce.com\/services\/oauth2\/success\r\n<\/em><\/strong><em><strong>https:\/\/zappysys.com\/oauth<\/strong><\/em>\r\n- Add an OAuth scope you want or simply add \"<strong><em>Full access<\/em><\/strong>\".\r\n- Add \"<strong><em>Perform requests on your behalf at any time (offline_token)<\/em><\/strong>\" scope to get a refresh\u00a0token so that you don't have to re-authenticate each time requesting an access token:<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4267 size-full\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource.png\" alt=\"Configuring Salesforce App OAuth settings to get data via ODBC driver\" width=\"1041\" height=\"700\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource.png 1041w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource-300x202.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource-768x516.png 768w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource-1024x689.png 1024w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/create-salesforce-connected-oauth-app-for-odbc-datasource-272x182.png 272w\" sizes=\"(max-width: 1041px) 100vw, 1041px\" \/><\/a>\r\n\r\n<span style=\"text-decoration: underline; color: #800000;\"><strong>IMPORTANT:<\/strong><\/span> You can use \"<strong>Access and manage your data (api)<\/strong>\" if you do not like to grant full permission to this app but make sure you request same permission from the caller app too\u00a0 (Example on ZappySys Salesforce Connection UI -&gt; Advanced Tab -&gt; Set scope as \"<strong>api offline_access<\/strong>\" rather than \"<strong>full offline_access<\/strong>\"<\/li>\r\n \t<li>Click \"Save\".<\/li>\r\n<\/ol>\r\n<h3>Get Client Id and Client Secret for Salesforce Connected App<\/h3>\r\nOnce the App is created, we need to find out the App Id \/ Secret so we can use it for API calls.\r\n<ol>\r\n \t<li>Go to App Manager<\/li>\r\n \t<li>Find out the recently created App and click View (click on the small arrow to the right)\r\n<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9477\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings.png\" alt=\"\" width=\"1029\" height=\"413\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings.png 1029w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings-300x120.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings-768x308.png 768w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-view-edit-oauth-app-settings-1024x411.png 1024w\" sizes=\"(max-width: 1029px) 100vw, 1029px\" \/><\/a><\/li>\r\n \t<li>Once App page is loaded you can Copy <strong>Consumer Key<\/strong> and <strong>Consumer Secret<\/strong> (click on reveal to see). Also copy anyone Call back URL (We will need this for OAuth Connection &gt; Advanced Tab &gt; Call Back URL or Redirect URL property depending on which ZappySys Product \/ Driver you are using)\r\n<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-app-clientid-secret-callbackurl.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9478\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-app-clientid-secret-callbackurl.png\" alt=\"\" width=\"974\" height=\"554\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-app-clientid-secret-callbackurl.png 974w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-app-clientid-secret-callbackurl-300x171.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-app-clientid-secret-callbackurl-768x437.png 768w\" sizes=\"(max-width: 974px) 100vw, 974px\" \/><\/a><\/li>\r\n \t<li>That's it, you can now use these 3 pieces to ZappySys <strong>OAuth connection UI<\/strong> or on <strong>Salesforce Connection UI<\/strong> (new version with OAuth support). The above screenshot shows where to enter these 3 pieces in the New Salesforce Connection. For the OAuth Connection, the redirect URL goes to the Advanced Tab &gt; Callback URL textbox.<\/li>\r\n<\/ol>\r\n<h3>Get Client Id and Secret for Salesforce External Client App<\/h3>\r\nIf you created a new App by clicking on the <strong>New External Client App<\/strong> button, then your App may not be visible in the App Manager Screen. In that case, find it below way.\r\n\r\n[caption id=\"attachment_11637\" align=\"alignnone\" width=\"1222\"]<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11637\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret.jpg\" alt=\"\" width=\"1222\" height=\"733\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret.jpg 1222w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret-300x180.jpg 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret-1024x614.jpg 1024w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/obtain-salesforce-oauth-clientid-secret-768x461.jpg 768w\" sizes=\"(max-width: 1222px) 100vw, 1222px\" \/><\/a> Get Client Id, Client Secret - For New External Client App[\/caption]\r\n<h3>Enable Client Credentials Grant (Non-Interactive Run-As)<\/h3>\r\nIf you like to enable Non-Interactive mode, just like UserId \/ Password Authentication, but without actually passing a real UserId or Password on the Connection UI, then you can enable Client Credentials Flow as below.\r\n\r\n<strong>NOTE:<\/strong> Only the New version of ZappySys Salesforce Connection supports Client Credentials Grant. <span style=\"text-decoration: underline;\"><strong>Version released after Nov 1, 2025 supports this grant type<\/strong><\/span>.\r\n\r\n[caption id=\"attachment_11639\" align=\"alignnone\" width=\"419\"]<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-client-credentials-grant-runas.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11639\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-client-credentials-grant-runas.jpg\" alt=\"\" width=\"419\" height=\"480\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-client-credentials-grant-runas.jpg 419w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-client-credentials-grant-runas-262x300.jpg 262w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/a> Enable Salesforce Client Credentials Grant (Run As)[\/caption]\r\n<h3>(OPTIONAL) Configure Salesforce OAuth refresh token validity<\/h3>\r\nBy default, Salesforce Refresh Token doesn't expire once you generate. If you want to change the default behavior, follow these steps.\r\n<ol>\r\n \t<li>Go to \"<strong>Manage Connected Apps<\/strong>\" menu item and press on your App name:<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4298 size-full\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-oauth-app-policy-management-2.png\" alt=\"Finding Salesforce App to configure its policies\" width=\"660\" height=\"410\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-oauth-app-policy-management-2.png 660w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-oauth-app-policy-management-2-300x186.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-oauth-app-policy-management-2-436x272.png 436w\" sizes=\"(max-width: 660px) 100vw, 660px\" \/><\/li>\r\n \t<li>Click \"Edit Policies\" to configure refresh token validity:\r\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4271 size-full\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/edit-salesforce-connected-app-policies.png\" alt=\"Editing Salesforce App OAuth refresh token issuing policy\" width=\"680\" height=\"391\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/edit-salesforce-connected-app-policies.png 680w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/edit-salesforce-connected-app-policies-300x173.png 300w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/li>\r\n \t<li>Set \"<strong>All users may self-authorize<\/strong>\" and \"<strong>Refresh token is valid until revoked<\/strong>\" options:<a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-rest-api-app-odbc-oauth-refresh-token-validity-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4273 size-full\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-rest-api-app-odbc-oauth-refresh-token-validity-1.png\" alt=\"Making Salesforce App OAuth refresh token to never expire\" width=\"870\" height=\"498\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-rest-api-app-odbc-oauth-refresh-token-validity-1.png 870w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-rest-api-app-odbc-oauth-refresh-token-validity-1-300x172.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2018\/06\/salesforce-rest-api-app-odbc-oauth-refresh-token-validity-1-768x440.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/a><\/li>\r\n \t<li>Click \"Save\".<\/li>\r\n<\/ol>\r\n<h3><\/h3><\/div>\n<h2>Using Salesforce Connection with OAuth App in SSIS \/ ODBC<\/h2>\n<p>Once you have Client ID \/ Secret, you can use it in the Salesforce Connection in SSIS Connector \/ ODBC Driver for Salesforce like below (Only the new version will have OAuth option)<\/p>\n<p><a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-connection-using-oauth-app-clientid-secret.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9513\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-connection-using-oauth-app-clientid-secret.png\" alt=\"\" width=\"604\" height=\"383\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-connection-using-oauth-app-clientid-secret.png 604w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-connection-using-oauth-app-clientid-secret-300x190.png 300w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><\/a><\/p>\n<h2>Troubleshooting Known Issues<\/h2>\n<p>Let&#8217;s look at some common issues with Salesforce Connection and how to fix them.<\/p>\n<h3>OAuth Error: Missing Required Code Challenge<\/h3>\n<p>When you click Generate Token button, you may get an error like the one below.<\/p>\n<div id=\"attachment_11066\" style=\"width: 767px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-pkce-verfier-error-missing-required-code-challenge.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-11066\" class=\"size-full wp-image-11066\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-pkce-verfier-error-missing-required-code-challenge.png\" alt=\"Salesforce OAuth Generate Token Error - Missing Required Code Challenge\" width=\"757\" height=\"571\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-pkce-verfier-error-missing-required-code-challenge.png 757w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/salesforce-oauth-pkce-verfier-error-missing-required-code-challenge-300x226.png 300w\" sizes=\"(max-width: 757px) 100vw, 757px\" \/><\/a><p id=\"caption-attachment-11066\" class=\"wp-caption-text\">Salesforce OAuth Generate Token Error &#8211; Missing Required Code Challenge<\/p><\/div>\n<p><strong>Solution<\/strong><\/p>\n<p>Here is how to fix it.<\/p>\n<p>For Salesforce Connection UI: Go to Advanced Tab =&gt; Check Enable PKCE Code Verifier option<br \/>\n&#8211;OR&#8211;<br \/>\nFor OAuth Connection UI: Go to OAuth2 Grant Options Tab =&gt; Check Enable Code Verifier Option<\/p>\n<div id=\"attachment_11067\" style=\"width: 1384px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-11067\" class=\"size-full wp-image-11067\" src=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option.png\" alt=\"Enable PKCE code verifier option - OAuth Connection for Salesforce\" width=\"1374\" height=\"637\" srcset=\"https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option.png 1374w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option-300x139.png 300w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option-1024x475.png 1024w, https:\/\/zappysys.com\/blog\/wp-content\/uploads\/2021\/12\/oauth-connection-enable-pkce-code-verifier-option-768x356.png 768w\" sizes=\"(max-width: 1374px) 100vw, 1374px\" \/><\/a><p id=\"caption-attachment-11067\" class=\"wp-caption-text\">Enable PKCE code verifier option &#8211; OAuth Connection for Salesforce.<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Using Salesforce Connection with OAuth App in SSIS \/ ODBC Once you have Client ID \/ Secret, you can use it in the Salesforce Connection in SSIS Connector \/ ODBC Driver for Salesforce like below (Only the new version will have OAuth option) Troubleshooting Known Issues Let&#8217;s look at some common issues with Salesforce [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":9513,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[589,466,439,233],"tags":[60,279,210,12],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - 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